This automation scenario allows you to connect Outgrow and Pardot
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Outgrow and Pardot can also be integrated using automation tools other than zapier:
When this trigger fires in Outgrow
Triggers when a new lead is created. Works on all Outgrow plans.
Then this action happens in Pardot
Creates a new Prospect record within Pardot.
This guide contains information on how to set up an automatic workflow that allows to Add new leads from Outgrow as prospects to Pardot.
Part I
First, we need to connect Outgrow and Pardot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Outgrow to Zapier.
Give Zapier access to your Outgrow account, using Outgrow credentials.
Connect Pardot to Zapier.
Give Zapier access to your Pardot account, using Pardot credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Outgrow
Choose the following trigger: New Lead (Triggers when a new lead is created. Works on all Outgrow plans.).
Then set up an Action for Pardot
Choose this action: Create Prospect (Creates a new Prospect record within Pardot.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Outgrow and Pardot.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new leads from Outgrow as prospects to Pardot!
Triggers when a new Prospect is synced to Pardot.
Used for prefill in Create/Update Prospect.
Used for prefills.
Used for prefill in "Add Prospect to List".
Used for prefill in Create/Update Prospect.
Lists tags for prefills.
Triggers when a new lead is created. Works on all Outgrow plans.
Triggers when a new lead is created.
Data will be filtered based on outgrow segment.
This trigger is used to handshake with the api server.
Fetch all the segments you have created in analyze > User Detail tab
Triggers when a new lead is created.
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